登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600869 股票简称：远东股份 编号：临2025-099 远东智慧能源股份有限公司 关于子公司中标项目的提示性公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 根据远东智慧能源股份有限公司（以下简称"公司"）《信息披露事务管理制度》,为保证所有投资者获 取信息的公平、准确、完整，并及时了解公司经营动态，公司将主动披露相关中标及签订合同的信息。 一、签约项目情况 2025年11月份，公司收到子公司中标/签约千万元以上合同订单合计为人民币238,255.74万元，具体情况 如下： 三、风险提示 上述合同的履行可能受极端天气或其他自然灾害、宏观环境和行业政策、客户自身因素等的影响，造成 无法如期或全部履约的风险。敬请广大投资者注意投资风险。 特此公告。 远东智慧能源股份有限公司董事会 2025年12月2日 证券代码：600869 证券简称：远东股份 公告编号：2025-100 远东智慧能源股份有限公司 1、国家和地方电网 ■ 公司为智能缆网、智能电池、智慧机场龙头/领 ...

Core Viewpoint - Far East Holdings (600869.SH) is adopting a dual-driven model of "stable growth in traditional business + high elasticity in emerging sectors" to navigate challenges in the manufacturing industry, with significant growth in contract orders and a strategic shift towards energy and digital technology [1][2]. Group 1: Order Data and Business Resilience - The company reported a total of RMB 216.24 billion in contract orders exceeding 10 million yuan from January to September, marking an 8.37% year-on-year increase and a historical high [1][2]. - The traditional smart cable network segment is projected to achieve revenue of RMB 227.03 billion in 2024, with significant contributions from nuclear-grade cables and high-voltage cables [2]. - Emerging business segments, particularly smart batteries, are expected to see revenue growth of 180.47% in 2024, with contract orders increasing by 411.41% [2]. Group 2: Strategic Positioning in Emerging Fields - The company is focusing on three cutting-edge areas: controllable nuclear fusion, energy + computing + AI, and robotics, which are expected to create a long-term growth moat [3][4][5]. - In controllable nuclear fusion, the company has established itself as a key player, with products already applied in domestic projects and significant technical achievements [4]. - The energy + computing + AI strategy aligns with national policies and aims to build a green computing ecosystem, with ongoing advancements in hardware and technology [5][6]. Group 3: Valuation Logic and Market Perception - The market currently views the company primarily as a traditional cable leader, but breakthroughs in emerging businesses are reshaping its valuation framework [7]. - The company aims for a 210.60% year-on-year increase in net profit for the first half of 2025, driven by significant growth in AI, computing, and robotics sectors [7]. - As the company transitions towards a "technology growth" model, the valuation is expected to realign with its emerging business potential [7].